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Ladenburg Growth & Income A (LOWAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Overall portfolio composition (%)
Cash1.45%
Stocks64.92%
Bonds33.43%
Others0.01%
Preferred0.17%
Convertible0.01%
Sector weightings (%)
Sector(s)LOWAX
Basic materials2.95%
Consumer cyclical10.98%
Financial services11.95%
Property2.88%
Consumer defensive5.76%
Healthcare12.05%
Utilities2.64%
Communication services7.36%
Energy5.94%
Industrials10.67%
Technology26.83%
Equity holdings
AverageLOWAXCategory average
Price/Earnings0.0423.62
Price/book0.273.26
Price/sales0.452.32
Price/Cash flow0.0715.57
Median market cap129,267.8797,816.96
3-year earnings growth22.9415.47
Bond holdings
AverageLOWAXCategory average
Maturity8.865.72
Duration3.954.49
Credit qualityN/AN/A
Bond ratings
Sector(s)LOWAX
US government17.76%
AAA25.98%
AA43.96%
A9.66%
BBB11.96%
BB3.09%
B1.02%
Below B1.71%
Others2.63%
Top 10 holdings (94.63% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Schwab US Large-Cap Value ETF™ | SCHV | 21.56% |
| Schwab US Large-Cap Growth ETF™ | SCHG | 19.06% |
| JPMorgan Hedged Equity I | JHEQX | 10.18% |
| iShares 20+ Year Treasury Bond ETF | TLT | 9.00% |
| Invesco Total Return Bond ETF | GTO | 6.65% |
| Vanguard Interm-Term Bond ETF | BIV | 6.61% |
| PIMCO Active Bond ETF | BOND | 5.69% |
| SPDR® DoubleLine® Total Return Tact ETF | TOTL | 5.64% |
| Pacer US Cash Cows 100 ETF | COWZ | 5.16% |
| Vanguard Mid-Cap Growth ETF | VOT | 5.08% |
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